M&G Investment Management’s Sun Life Financial SLF Stock Holding History

M&G Investment Management’s Portfolio SLF Stock Details SLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-273,865	Closed	-$12.6M	–	464
2022 Q2	$12.6M	Buy	273,865 +2,618	+1%	+$130K	0.07%	176
2022 Q1	$15.2M	Buy	271,247 +94	+0%	+$5.18K	0.03%	173
2021 Q4	$15M	Buy	271,153 +39	+0%	+$2.16K	0.04%	174
2021 Q3	$13.9M	Sell	271,114 -49,447	-15%	-$2.54M	0.03%	243
2021 Q2	$16.5M	Buy	320,561 +634	+0.2%	+$33.5K	0.04%	210
2021 Q1	$16.3M	Sell	319,927 -4,950	-2%	-$242K	0.05%	144
2020 Q4	$14.5M	Buy	324,877 +36,460	+13%	+$1.58M	0.09%	153
2020 Q3	$11.7M	Buy	288,417 +3,520	+1%	+$142K	0.12%	148
2020 Q2	$10.5M	Sell	284,897 -68,818	-19%	-$2.37M	0.11%	154
2020 Q1	$11.3M	Buy	353,715 +706	+0.2%	+$30.2K	0.14%	142
2019 Q4	$16M	Buy	+353,009	New	+$15.9M	0.14%	138

Other funds holding SLF

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

M&G Investment Management's SLF Position: Q3 2022 in Review

M&G Investment Management sold out of Sun Life Financial (SLF) in Q3 2022, closing a stake of 273,865 shares — an estimated $12.6M sold.

M&G Investment Management first reported a position in SLF in Q4 2019 and held it in 11 quarters. The position peaked at $16.5M in Q2 2021. 354 funds tracked by Wall St. Rank hold SLF as of Q3 2022.

M&G Investment Management reported no remaining Sun Life Financial position as of Q3 2022 after selling out during the quarter.
M&G Investment Management sold 273,865 Sun Life Financial shares in Q3 2022, an estimated $12.6M.
M&G Investment Management first reported a position in Sun Life Financial in Q4 2019 and held it in 11 quarters.
M&G Investment Management's Sun Life Financial position peaked at $16.5M in Q2 2021.
354 funds tracked by Wall St. Rank held Sun Life Financial as of Q3 2022.

Based on M&G Investment Management's 13F filing for Q3 2022, filed 1 Nov 2022.